Screener
CARY vs MBS
Angel Oak Income ETF vs Angel Oak Mortgage-Backed Securities ETF
Key differences
Both CARY and MBS are fixed income ETFs. CARY charges 0.79% a year and MBS 0.49%. The main difference: MBS costs 0.30% less per year.
- MBS costs 0.30% less per year.
- CARY is much larger than MBS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CARY | MBS | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.49% |
| Fund size (AUM) | $1.2B | $147M |
| Since | 2022 | 2021 |
| Dividend yield | 5.68% | 5.61% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.1% | +6.9% |
| CAGR 3Y | +7.3% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.28 | N/A |
| Volatility 1Y | 1.93% | 2.83% |
| Max drawdown | -1.69% | -4.09% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.